fraim-framework 2.0.55 → 2.0.56
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +101 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +235 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +243 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +206 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +60 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +23 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +22 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +21 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +19 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +15 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +45 -0
- package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +53 -0
- package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +37 -0
- package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +35 -0
- package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +29 -0
- package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +126 -0
- package/dist/registry/templates/customer-development/customer-interview-template.md +99 -0
- package/dist/registry/templates/customer-development/customer-persona-template.md +69 -0
- package/dist/registry/templates/customer-development/follow-up-email-templates.md +132 -0
- package/dist/registry/templates/customer-development/insight-analysis-template.md +74 -0
- package/dist/registry/templates/customer-development/prospect-inventory-template.csv +3 -0
- package/dist/registry/templates/customer-development/search-strategy-template.md +123 -0
- package/dist/registry/templates/customer-development/strategic-recommendations-template.md +53 -0
- package/dist/registry/templates/customer-development/thank-you-email-template.html +124 -0
- package/dist/registry/templates/customer-development/thank-you-note-template.md +16 -0
- package/dist/registry/templates/customer-development/triage-log-template.md +278 -0
- package/dist/registry/templates/customer-development/weekly-newsletter-template.html +204 -0
- package/dist/registry/templates/evidence/Design-Evidence.md +30 -0
- package/dist/registry/templates/evidence/Implementation-BugEvidence.md +94 -0
- package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +129 -0
- package/dist/registry/templates/evidence/Spec-Evidence.md +19 -0
- package/dist/registry/templates/help/HelpNeeded.md +14 -0
- package/dist/registry/templates/legal/NDA-TEMPLATE.md +170 -0
- package/dist/registry/templates/legal/PATENT-TEMPLATE.md +372 -0
- package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +339 -0
- package/dist/registry/templates/legal/contract-review-checklist.md +193 -0
- package/dist/registry/templates/legal/review-report-template.md +198 -0
- package/dist/registry/templates/legal/saas-terms-template.md +174 -0
- package/dist/registry/templates/legal/sow-template.md +117 -0
- package/dist/registry/templates/legal/template-variables.md +131 -0
- package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +194 -0
- package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +66 -0
- package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +130 -0
- package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +262 -0
- package/dist/registry/templates/marketing/github-pages-workflow.yml +64 -0
- package/dist/registry/templates/replicate/implementation-checklist.md +39 -0
- package/dist/registry/templates/replicate/use-cases-template.md +88 -0
- package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +55 -0
- package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +37 -0
- package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +66 -0
- package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +39 -0
- package/dist/registry/workflows/bootstrap/create-architecture.md +38 -0
- package/dist/registry/workflows/bootstrap/detect-broken-windows.md +300 -0
- package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +35 -0
- package/dist/registry/workflows/bootstrap/verify-test-coverage.md +36 -0
- package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +211 -0
- package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +165 -0
- package/dist/registry/workflows/business-development/create-business-plan.md +737 -0
- package/dist/registry/workflows/business-development/ideate-business-opportunity.md +55 -0
- package/dist/registry/workflows/business-development/price-product.md +325 -0
- package/dist/registry/workflows/compliance/detect-compliance-requirements.md +78 -0
- package/dist/registry/workflows/compliance/generate-audit-evidence.md +75 -0
- package/dist/registry/workflows/compliance/soc2-evidence-generator.md +332 -0
- package/dist/registry/workflows/customer-development/insight-analysis.md +156 -0
- package/dist/registry/workflows/customer-development/insight-triage.md +938 -0
- package/dist/registry/workflows/customer-development/interview-preparation.md +452 -0
- package/dist/registry/workflows/customer-development/linkedin-outreach.md +593 -0
- package/dist/registry/workflows/customer-development/strategic-brainstorming.md +146 -0
- package/dist/registry/workflows/customer-development/thank-customers.md +203 -0
- package/dist/registry/workflows/customer-development/user-survey-dispatch.md +60 -0
- package/dist/registry/workflows/customer-development/users-to-target.md +112 -0
- package/dist/registry/workflows/customer-development/weekly-newsletter.md +366 -0
- package/dist/registry/workflows/deploy/cloud-deployment.md +310 -0
- package/dist/registry/workflows/improve-fraim/contribute.md +32 -0
- package/dist/registry/workflows/improve-fraim/file-issue.md +32 -0
- package/dist/registry/workflows/learning/build-skillset.md +212 -0
- package/dist/registry/workflows/learning/synthesize-learnings.md +284 -0
- package/dist/registry/workflows/legal/contract-review-analysis.md +382 -0
- package/dist/registry/workflows/legal/nda.md +69 -0
- package/dist/registry/workflows/legal/patent-filing.md +76 -0
- package/dist/registry/workflows/legal/saas-contract-development.md +213 -0
- package/dist/registry/workflows/legal/trademark-filing.md +77 -0
- package/dist/registry/workflows/marketing/content-creation.md +37 -0
- package/dist/registry/workflows/marketing/convert-to-pdf.md +235 -0
- package/dist/registry/workflows/marketing/create-modern-website.md +456 -0
- package/dist/registry/workflows/marketing/domain-registration.md +323 -0
- package/dist/registry/workflows/marketing/hbr-article.md +73 -0
- package/dist/registry/workflows/marketing/launch-checklist.md +37 -0
- package/dist/registry/workflows/marketing/marketing-strategy.md +45 -0
- package/dist/registry/workflows/marketing/storytelling.md +65 -0
- package/dist/registry/workflows/performance/analyze-performance.md +65 -0
- package/dist/registry/workflows/product-building/design.md +103 -0
- package/dist/registry/workflows/product-building/implement.md +74 -0
- package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +70 -0
- package/dist/registry/workflows/product-building/prep-issue.md +41 -0
- package/dist/registry/workflows/product-building/prototype.md +65 -0
- package/dist/registry/workflows/product-building/resolve.md +168 -0
- package/dist/registry/workflows/product-building/retrospect.md +86 -0
- package/dist/registry/workflows/product-building/spec.md +181 -0
- package/dist/registry/workflows/product-building/test.md +125 -0
- package/dist/registry/workflows/productivity-report/productivity-report.md +263 -0
- package/dist/registry/workflows/quality-assurance/browser-validation.md +221 -0
- package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +562 -0
- package/dist/registry/workflows/replicate/replicate-discovery.md +336 -0
- package/dist/registry/workflows/replicate/replicate-to-issues.md +324 -0
- package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +638 -0
- package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +675 -0
- package/dist/registry/workflows/startup-credits/aws-activate-application.md +535 -0
- package/dist/registry/workflows/startup-credits/google-cloud-application.md +647 -0
- package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +538 -0
- package/dist/src/ai-manager/ai-manager.js +4 -6
- package/dist/tests/test-users-to-target-workflow.js +2 -2
- package/package.json +1 -1
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-customer-profiling.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-survey-scoping.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-platform-discovery.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-survey-build-linkedin.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-prospect-qualification.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-survey-build-reddit.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-inventory-compilation.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-survey-build-x.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase5-survey-build-facebook.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase6-survey-build-custom.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase7-survey-dispatch.md +0 -11
- package/registry/stubs/workflows/customer-development/templates/customer-persona-template.md +0 -11
- package/registry/stubs/workflows/customer-development/templates/search-strategy-template.md +0 -11
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# Template: Provisional Patent Application
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Use this template to conduct prior art research and create comprehensive provisional patent applications.
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## Invention Overview
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## Step 1: Invention Disclosure
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### Problem Statement
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### Solution Overview
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### Technical Details
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### Search Strategy
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- Secondary:
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- Technical terms:
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**Databases Searched:**
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- [ ] USPTO Patent Database
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- [ ] Google Patents
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- [ ] European Patent Office (EPO)
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#### Patent References
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**Patent 1:**
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**Patent 2:**
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**Patent 3:**
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#### Non-Patent Literature
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**Reference 1:**
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#### Commercial Products
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## Step 3: Patentability Analysis
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### Novelty Assessment
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**Is the invention new?**
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- [ ] No - Identical solution exists
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**Would the invention be obvious to a skilled practitioner?**
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- [ ] Questionable - Some obvious elements
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- [ ] Obvious - Incremental improvement
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**Commercial Value:**
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- Market size:
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- Competitive advantage:
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### Subject Matter Eligibility
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**Abstract Idea Concerns:**
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- [ ] None - Clearly technical
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- [ ] Some - Requires careful claiming
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- [ ] Significant - May need alternative approach
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- **Relevant Patents**:
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**Competitor 2:**
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### Freedom to Operate
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**Potential Infringement Risks:**
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- [ ] Low risk - Clear design-around options
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- [ ] Medium risk - Some potential conflicts
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- [ ] High risk - Significant blocking patents
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**Mitigation Strategies:**
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### Strategic Value
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**Patent Portfolio Benefits:**
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## Step 5: Claims Development
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### Independent Claims
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**Claim 1 (Broadest):**
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A method for [invention description], comprising:
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(a) [first step];
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(b) [second step];
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(c) [third step];
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wherein [key limitation].
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**Claim 2 (System/Apparatus):**
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A system for [invention description], comprising:
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(a) [first component] configured to [function];
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(b) [second component] configured to [function];
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(c) [third component] configured to [function];
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wherein [key limitation].
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### Dependent Claims
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**Claim 3:**
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The method of claim 1, wherein [additional limitation].
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**Claim 4:**
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The method of claim 1, wherein [alternative embodiment].
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**Claim 5:**
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The system of claim 2, wherein [additional feature].
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**Claim 6:**
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The system of claim 2, further comprising [additional component].
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### Fallback Claims
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**Narrower Claims for Prosecution:**
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1.
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2.
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3.
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## Step 6: Provisional Patent Application
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---
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# PROVISIONAL PATENT APPLICATION
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**Title**: [Invention Title]
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**Inventor(s)**: [Full Names and Addresses]
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**Filed**: [Date]
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## FIELD OF THE INVENTION
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This invention relates to [technical field], and more particularly to [specific area of innovation].
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## BACKGROUND OF THE INVENTION
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+
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[Describe the technical problem, existing solutions, and their limitations. Reference prior art found in research.]
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The prior art includes several approaches to [problem area]:
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[Patent Reference 1] discloses [description], but suffers from [limitations].
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+
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+
[Patent Reference 2] describes [description], however [limitations].
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Commercial solutions such as [product] provide [functionality] but are limited by [constraints].
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Therefore, there remains a need for [solution that your invention provides].
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## SUMMARY OF THE INVENTION
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The present invention provides [brief description of solution] that overcomes the limitations of the prior art.
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In one embodiment, the invention comprises [key elements of main embodiment].
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In another embodiment, [alternative embodiment].
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The invention provides several advantages over the prior art, including:
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- [Advantage 1]
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- [Advantage 2]
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- [Advantage 3]
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+
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## BRIEF DESCRIPTION OF THE DRAWINGS
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+
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Figure 1 shows [description]
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+
Figure 2 illustrates [description]
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Figure 3 depicts [description]
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+
|
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293
|
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## DETAILED DESCRIPTION OF THE INVENTION
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294
|
+
|
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295
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+
[Provide comprehensive technical description of the invention, including all embodiments, variations, and implementation details. Reference the drawings and explain how the invention works.]
|
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|
+
|
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297
|
+
### Overview
|
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298
|
+
[High-level description of the invention]
|
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299
|
+
|
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300
|
+
### System Architecture
|
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301
|
+
[Detailed description of system components and their interactions]
|
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302
|
+
|
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303
|
+
### Method Steps
|
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304
|
+
[Detailed description of process steps and their implementation]
|
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305
|
+
|
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306
|
+
### Alternative Embodiments
|
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307
|
+
[Description of variations and alternative implementations]
|
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308
|
+
|
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309
|
+
### Technical Advantages
|
|
310
|
+
[Explanation of how the invention provides technical improvements]
|
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311
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+
|
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312
|
+
## CLAIMS
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313
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+
|
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1. [Independent Claim 1 - Method]
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+
|
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316
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2. [Independent Claim 2 - System]
|
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317
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+
|
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318
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+
3. [Dependent Claim 3]
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+
|
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320
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4. [Dependent Claim 4]
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321
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+
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5. [Dependent Claim 5]
|
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323
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+
|
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6. [Dependent Claim 6]
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325
|
+
|
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|
+
[Continue with additional claims as developed above]
|
|
327
|
+
|
|
328
|
+
---
|
|
329
|
+
|
|
330
|
+
## Filing Checklist
|
|
331
|
+
- [ ] Prior art search completed
|
|
332
|
+
- [ ] Patentability analysis favorable
|
|
333
|
+
- [ ] Claims drafted and reviewed
|
|
334
|
+
- [ ] Specification complete and detailed
|
|
335
|
+
- [ ] Drawings prepared (if applicable)
|
|
336
|
+
- [ ] Inventor information verified
|
|
337
|
+
- [ ] Filing fee calculated
|
|
338
|
+
- [ ] USPTO forms prepared
|
|
339
|
+
|
|
340
|
+
## Strategic Recommendations
|
|
341
|
+
|
|
342
|
+
### Filing Strategy
|
|
343
|
+
**Recommendation**: [File provisional / File utility / Do not file]
|
|
344
|
+
|
|
345
|
+
**Reasoning**:
|
|
346
|
+
|
|
347
|
+
|
|
348
|
+
### Timeline
|
|
349
|
+
- **Provisional Filing**: [Date]
|
|
350
|
+
- **Utility Conversion Deadline**: [Date + 12 months]
|
|
351
|
+
- **International Filing Deadline**: [Date + 12 months]
|
|
352
|
+
|
|
353
|
+
### Budget Considerations
|
|
354
|
+
- **Provisional Filing Cost**: $320-$1,600 (depending on entity size)
|
|
355
|
+
- **Utility Application Cost**: $1,600-$8,000+ (including attorney fees)
|
|
356
|
+
- **International Filing Cost**: $10,000-$50,000+ (per jurisdiction)
|
|
357
|
+
|
|
358
|
+
### Next Steps
|
|
359
|
+
1.
|
|
360
|
+
2.
|
|
361
|
+
3.
|
|
362
|
+
|
|
363
|
+
## Record Keeping
|
|
364
|
+
- **File Location**: `docs/legal/patents/{invention-name}-{date}-provisional.md`
|
|
365
|
+
- **USPTO Application Number**: [When assigned]
|
|
366
|
+
- **Filing Date**:
|
|
367
|
+
- **Priority Date**:
|
|
368
|
+
- **Conversion Deadline**:
|
|
369
|
+
- **Follow-up Required**:
|
|
370
|
+
|
|
371
|
+
## Notes
|
|
372
|
+
[Add any specific considerations, alternative strategies, or special circumstances for this patent application]
|
|
@@ -0,0 +1,339 @@
|
|
|
1
|
+
# Template: Trademark Application
|
|
2
|
+
|
|
3
|
+
Use this template to conduct trademark searches and create comprehensive trademark applications.
|
|
4
|
+
|
|
5
|
+
## Trademark Overview
|
|
6
|
+
- **Mark Name/Description**:
|
|
7
|
+
- **Applicant**:
|
|
8
|
+
- **Filing Date**:
|
|
9
|
+
- **Application Type**: [Intent-to-Use / Use-in-Commerce]
|
|
10
|
+
- **Mark Type**: [Word Mark / Design Mark / Combined Mark]
|
|
11
|
+
- **Priority Claim**: [If applicable]
|
|
12
|
+
|
|
13
|
+
## Step 1: Trademark Identification
|
|
14
|
+
|
|
15
|
+
### Primary Mark
|
|
16
|
+
**Mark**:
|
|
17
|
+
**Type**: [Word / Design / Combined / Trade Dress / Sound]
|
|
18
|
+
**Description**:
|
|
19
|
+
**Colors (if claimed)**:
|
|
20
|
+
**Font/Style (if relevant)**:
|
|
21
|
+
|
|
22
|
+
### Related Marks
|
|
23
|
+
**Mark 1**:
|
|
24
|
+
**Relationship**: [Variation / Logo version / Slogan]
|
|
25
|
+
|
|
26
|
+
**Mark 2**:
|
|
27
|
+
**Relationship**: [Variation / Logo version / Slogan]
|
|
28
|
+
|
|
29
|
+
### Goods and Services
|
|
30
|
+
**Primary Business**:
|
|
31
|
+
**Target Markets**:
|
|
32
|
+
**Distribution Channels**:
|
|
33
|
+
**Future Expansion Plans**:
|
|
34
|
+
|
|
35
|
+
## Step 2: Comprehensive Trademark Search
|
|
36
|
+
|
|
37
|
+
### Search Strategy
|
|
38
|
+
**Search Terms Used:**
|
|
39
|
+
- Exact match:
|
|
40
|
+
- Phonetic variations:
|
|
41
|
+
- Visual similarities:
|
|
42
|
+
- Meaning equivalents:
|
|
43
|
+
- Truncated versions:
|
|
44
|
+
|
|
45
|
+
**Databases Searched:**
|
|
46
|
+
- [ ] USPTO TESS (Trademark Electronic Search System)
|
|
47
|
+
- [ ] State trademark databases
|
|
48
|
+
- [ ] Common law sources (business directories, web search)
|
|
49
|
+
- [ ] Domain name registries
|
|
50
|
+
- [ ] Social media platforms
|
|
51
|
+
- [ ] WIPO Global Brand Database
|
|
52
|
+
- [ ] European Union Intellectual Property Office (EUIPO)
|
|
53
|
+
- [ ] Canadian Intellectual Property Office (CIPO)
|
|
54
|
+
|
|
55
|
+
### Search Results Analysis
|
|
56
|
+
|
|
57
|
+
#### Federal Trademark Conflicts
|
|
58
|
+
|
|
59
|
+
**Conflicting Mark 1:**
|
|
60
|
+
- **Mark**:
|
|
61
|
+
- **Registration Number**:
|
|
62
|
+
- **Owner**:
|
|
63
|
+
- **Status**: [Registered / Pending / Abandoned]
|
|
64
|
+
- **Classes**:
|
|
65
|
+
- **Goods/Services**:
|
|
66
|
+
- **Conflict Level**: [High / Medium / Low]
|
|
67
|
+
- **Analysis**:
|
|
68
|
+
|
|
69
|
+
**Conflicting Mark 2:**
|
|
70
|
+
- **Mark**:
|
|
71
|
+
- **Registration Number**:
|
|
72
|
+
- **Owner**:
|
|
73
|
+
- **Status**: [Registered / Pending / Abandoned]
|
|
74
|
+
- **Classes**:
|
|
75
|
+
- **Goods/Services**:
|
|
76
|
+
- **Conflict Level**: [High / Medium / Low]
|
|
77
|
+
- **Analysis**:
|
|
78
|
+
|
|
79
|
+
**Conflicting Mark 3:**
|
|
80
|
+
- **Mark**:
|
|
81
|
+
- **Registration Number**:
|
|
82
|
+
- **Owner**:
|
|
83
|
+
- **Status**: [Registered / Pending / Abandoned]
|
|
84
|
+
- **Classes**:
|
|
85
|
+
- **Goods/Services**:
|
|
86
|
+
- **Conflict Level**: [High / Medium / Low]
|
|
87
|
+
- **Analysis**:
|
|
88
|
+
|
|
89
|
+
#### State Trademark Conflicts
|
|
90
|
+
**State Mark 1:**
|
|
91
|
+
- **Mark**:
|
|
92
|
+
- **State**:
|
|
93
|
+
- **Owner**:
|
|
94
|
+
- **Goods/Services**:
|
|
95
|
+
- **Conflict Assessment**:
|
|
96
|
+
|
|
97
|
+
#### Common Law Rights
|
|
98
|
+
**Common Law Use 1:**
|
|
99
|
+
- **Mark**:
|
|
100
|
+
- **User**:
|
|
101
|
+
- **Geographic Area**:
|
|
102
|
+
- **Goods/Services**:
|
|
103
|
+
- **Evidence**:
|
|
104
|
+
- **Conflict Assessment**:
|
|
105
|
+
|
|
106
|
+
#### Domain Names
|
|
107
|
+
**Domain Conflicts:**
|
|
108
|
+
- .com: [Available / Taken by: ]
|
|
109
|
+
- .net: [Available / Taken by: ]
|
|
110
|
+
- .org: [Available / Taken by: ]
|
|
111
|
+
- Industry-specific TLDs:
|
|
112
|
+
|
|
113
|
+
#### Social Media
|
|
114
|
+
**Handle Availability:**
|
|
115
|
+
- Twitter: [Available / Taken by: ]
|
|
116
|
+
- Instagram: [Available / Taken by: ]
|
|
117
|
+
- Facebook: [Available / Taken by: ]
|
|
118
|
+
- LinkedIn: [Available / Taken by: ]
|
|
119
|
+
|
|
120
|
+
## Step 3: Registrability Analysis
|
|
121
|
+
|
|
122
|
+
### Distinctiveness Assessment
|
|
123
|
+
**Mark Strength Category:**
|
|
124
|
+
- [ ] Arbitrary/Fanciful (Strongest)
|
|
125
|
+
- [ ] Suggestive (Strong)
|
|
126
|
+
- [ ] Descriptive (Weak - needs secondary meaning)
|
|
127
|
+
- [ ] Generic (Unprotectable)
|
|
128
|
+
|
|
129
|
+
**Distinctiveness Analysis:**
|
|
130
|
+
|
|
131
|
+
|
|
132
|
+
**Secondary Meaning Evidence (if descriptive):**
|
|
133
|
+
- Length of use:
|
|
134
|
+
- Advertising expenditure:
|
|
135
|
+
- Sales volume:
|
|
136
|
+
- Consumer recognition:
|
|
137
|
+
|
|
138
|
+
### Likelihood of Confusion Analysis
|
|
139
|
+
**DuPont Factors Assessment:**
|
|
140
|
+
|
|
141
|
+
1. **Similarity of Marks**:
|
|
142
|
+
2. **Similarity of Goods/Services**:
|
|
143
|
+
3. **Trade Channels**:
|
|
144
|
+
4. **Consumer Sophistication**:
|
|
145
|
+
5. **Mark Strength**:
|
|
146
|
+
6. **Intent**:
|
|
147
|
+
7. **Actual Confusion**:
|
|
148
|
+
|
|
149
|
+
**Overall Likelihood of Confusion**: [High / Medium / Low]
|
|
150
|
+
|
|
151
|
+
### Absolute Bars to Registration
|
|
152
|
+
**Potential Issues:**
|
|
153
|
+
- [ ] Merely descriptive
|
|
154
|
+
- [ ] Deceptively misdescriptive
|
|
155
|
+
- [ ] Geographically descriptive
|
|
156
|
+
- [ ] Primarily a surname
|
|
157
|
+
- [ ] Scandalous or immoral
|
|
158
|
+
- [ ] Disparaging
|
|
159
|
+
- [ ] Government symbols
|
|
160
|
+
- [ ] Functional design
|
|
161
|
+
|
|
162
|
+
**Analysis**:
|
|
163
|
+
|
|
164
|
+
## Step 4: Goods and Services Classification
|
|
165
|
+
|
|
166
|
+
### International Classification Research
|
|
167
|
+
**Primary Class(es):**
|
|
168
|
+
- **Class**:
|
|
169
|
+
- **Description**:
|
|
170
|
+
- **Rationale**:
|
|
171
|
+
|
|
172
|
+
**Secondary Class(es):**
|
|
173
|
+
- **Class**:
|
|
174
|
+
- **Description**:
|
|
175
|
+
- **Rationale**:
|
|
176
|
+
|
|
177
|
+
### Goods/Services Descriptions
|
|
178
|
+
|
|
179
|
+
**Class [Number]:**
|
|
180
|
+
**Acceptable Description**:
|
|
181
|
+
|
|
182
|
+
|
|
183
|
+
**Class [Number]:**
|
|
184
|
+
**Acceptable Description**:
|
|
185
|
+
|
|
186
|
+
|
|
187
|
+
**Class [Number]:**
|
|
188
|
+
**Acceptable Description**:
|
|
189
|
+
|
|
190
|
+
|
|
191
|
+
### Strategic Considerations
|
|
192
|
+
**Broad vs. Narrow Strategy**:
|
|
193
|
+
**Future Expansion Classes**:
|
|
194
|
+
**Defensive Registrations**:
|
|
195
|
+
|
|
196
|
+
## Step 5: Filing Strategy
|
|
197
|
+
|
|
198
|
+
### Application Type
|
|
199
|
+
**Recommendation**: [Intent-to-Use / Use-in-Commerce]
|
|
200
|
+
**Reasoning**:
|
|
201
|
+
|
|
202
|
+
### Use Evidence (if Use-in-Commerce)
|
|
203
|
+
**First Use Date**:
|
|
204
|
+
**First Use in Commerce Date**:
|
|
205
|
+
**Specimen Type**: [Label / Packaging / Advertisement / Website]
|
|
206
|
+
**Specimen Description**:
|
|
207
|
+
|
|
208
|
+
### International Strategy
|
|
209
|
+
**Madrid Protocol Filing**: [Yes / No]
|
|
210
|
+
**Target Countries**:
|
|
211
|
+
**Priority Strategy**:
|
|
212
|
+
**Budget Considerations**:
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213
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+
|
|
214
|
+
### Timeline
|
|
215
|
+
**Filing Date**:
|
|
216
|
+
**Response Deadlines**:
|
|
217
|
+
**Use Deadline (if ITU)**:
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|
218
|
+
**Registration Timeline**:
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|
219
|
+
|
|
220
|
+
## Step 6: Trademark Application
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|
221
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+
|
|
222
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+
---
|
|
223
|
+
|
|
224
|
+
# TRADEMARK APPLICATION
|
|
225
|
+
|
|
226
|
+
**APPLICANT INFORMATION**
|
|
227
|
+
Name:
|
|
228
|
+
Address:
|
|
229
|
+
Entity Type: [Individual / Corporation / LLC / Partnership]
|
|
230
|
+
State/Country of Organization:
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|
231
|
+
Citizenship:
|
|
232
|
+
|
|
233
|
+
**MARK INFORMATION**
|
|
234
|
+
Mark:
|
|
235
|
+
Mark Type: [Standard Character / Stylized/Design / Sound]
|
|
236
|
+
Description of Mark:
|
|
237
|
+
Colors Claimed: [None / Specify colors]
|
|
238
|
+
|
|
239
|
+
**GOODS AND SERVICES**
|
|
240
|
+
|
|
241
|
+
**International Class [Number]:**
|
|
242
|
+
[Detailed description of goods/services]
|
|
243
|
+
|
|
244
|
+
**International Class [Number]:**
|
|
245
|
+
[Detailed description of goods/services]
|
|
246
|
+
|
|
247
|
+
**BASIS FOR FILING**
|
|
248
|
+
- [ ] Section 1(a) - Use in Commerce
|
|
249
|
+
- Date of First Use:
|
|
250
|
+
- Date of First Use in Commerce:
|
|
251
|
+
- Specimen: [Attached/Described]
|
|
252
|
+
|
|
253
|
+
- [ ] Section 1(b) - Intent to Use
|
|
254
|
+
- Statement: Applicant has a bona fide intention to use the mark in commerce
|
|
255
|
+
|
|
256
|
+
**DECLARATION**
|
|
257
|
+
The undersigned, being hereby warned that willful false statements and the like so made are punishable by fine or imprisonment, or both, under 18 U.S.C. §1001, and that such willful false statements may jeopardize the validity of the application or any resulting registration, declares that:
|
|
258
|
+
|
|
259
|
+
- The applicant is the owner of the trademark/service mark sought to be registered
|
|
260
|
+
- The mark is in use in commerce / applicant has a bona fide intention to use the mark in commerce
|
|
261
|
+
- The facts set forth in this application are true
|
|
262
|
+
- No other person has the right to use the mark in commerce
|
|
263
|
+
|
|
264
|
+
**SIGNATURE**
|
|
265
|
+
Signature: _________________________
|
|
266
|
+
Print Name:
|
|
267
|
+
Title:
|
|
268
|
+
Date:
|
|
269
|
+
|
|
270
|
+
---
|
|
271
|
+
|
|
272
|
+
## Filing Checklist
|
|
273
|
+
- [ ] Trademark search completed
|
|
274
|
+
- [ ] Registrability analysis favorable
|
|
275
|
+
- [ ] Goods/services descriptions finalized
|
|
276
|
+
- [ ] Specimens prepared (if use-based)
|
|
277
|
+
- [ ] Application forms completed
|
|
278
|
+
- [ ] Filing fees calculated
|
|
279
|
+
- [ ] USPTO account set up
|
|
280
|
+
- [ ] Power of attorney (if using attorney)
|
|
281
|
+
|
|
282
|
+
## Strategic Recommendations
|
|
283
|
+
|
|
284
|
+
### Filing Recommendation
|
|
285
|
+
**Recommendation**: [File application / Modify mark / Do not file]
|
|
286
|
+
**Reasoning**:
|
|
287
|
+
|
|
288
|
+
### Risk Assessment
|
|
289
|
+
**Likelihood of Success**: [High / Medium / Low]
|
|
290
|
+
**Primary Risks**:
|
|
291
|
+
**Mitigation Strategies**:
|
|
292
|
+
|
|
293
|
+
### Brand Protection Strategy
|
|
294
|
+
**Additional Protections Needed**:
|
|
295
|
+
- [ ] Domain name registration
|
|
296
|
+
- [ ] Social media handles
|
|
297
|
+
- [ ] Copyright registration (for logos)
|
|
298
|
+
- [ ] Trade dress protection
|
|
299
|
+
- [ ] International filings
|
|
300
|
+
|
|
301
|
+
### Budget and Timeline
|
|
302
|
+
**USPTO Filing Fees**: $250-$350 per class
|
|
303
|
+
**Attorney Fees**: $1,000-$3,000
|
|
304
|
+
**Total Estimated Cost**:
|
|
305
|
+
**Expected Timeline**: 8-12 months for registration
|
|
306
|
+
|
|
307
|
+
### Maintenance Requirements
|
|
308
|
+
**Section 8 Declaration**: Years 5-6
|
|
309
|
+
**Section 9 Renewal**: Years 9-10
|
|
310
|
+
**Subsequent Renewals**: Every 10 years
|
|
311
|
+
|
|
312
|
+
## Record Keeping
|
|
313
|
+
- **File Location**: `docs/legal/trademarks/{mark-name}-{date}-application.md`
|
|
314
|
+
- **USPTO Serial Number**: [When assigned]
|
|
315
|
+
- **Filing Date**:
|
|
316
|
+
- **Registration Number**: [When registered]
|
|
317
|
+
- **Registration Date**:
|
|
318
|
+
- **Renewal Dates**:
|
|
319
|
+
- **Follow-up Required**:
|
|
320
|
+
|
|
321
|
+
## International Considerations
|
|
322
|
+
|
|
323
|
+
### Madrid Protocol Strategy
|
|
324
|
+
**Target Countries**:
|
|
325
|
+
**Filing Timeline**:
|
|
326
|
+
**Estimated Costs**:
|
|
327
|
+
**Local Counsel Requirements**:
|
|
328
|
+
|
|
329
|
+
### Country-Specific Issues
|
|
330
|
+
**Country 1**:
|
|
331
|
+
**Specific Requirements**:
|
|
332
|
+
**Local Conflicts**:
|
|
333
|
+
|
|
334
|
+
**Country 2**:
|
|
335
|
+
**Specific Requirements**:
|
|
336
|
+
**Local Conflicts**:
|
|
337
|
+
|
|
338
|
+
## Notes
|
|
339
|
+
[Add any specific considerations, alternative strategies, or special circumstances for this trademark application]
|